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SSI Investment Management’s iShares US Basic Materials ETF IYM Stock Holding History

SSI Investment Management’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,729
Closed -$216K – 272
2022
Q4 		$216K Buy
+1,729
New +$213K 0.01% 293
2022
Q3 		– Sell
-1,729
Closed -$202K – 289
2022
Q2 		$202K Hold
1,729
– – 0.01% 288
2022
Q1 		$260K Sell
1,729
-19
-1% -$2.63K 0.01% 280
2021
Q4 		$248K Sell
1,748
-5
-0.3% -$673 0.01% 295
2021
Q3 		$218K Hold
1,753
– – 0.01% 292
2021
Q2 		$230K Sell
1,753
-8
-0.5% -$1.07K 0.01% 301
2021
Q1 		$224K Sell
1,761
-1
-0.1% -$119 0.02% 289
2020
Q4 		$200K Buy
+1,762
New +$188K 0.01% 271
2020
Q1 		– Sell
-3,900
Closed -$384K – 256
2019
Q4 		$384K Sell
3,900
-13
-0.3% -$1.22K 0.03% 235
2019
Q3 		$361K Sell
3,913
-2,196
-36% -$202K 0.03% 235
2019
Q2 		$580K Sell
6,109
-25
-0.4% -$2.3K 0.04% 213
2019
Q1 		$561K Sell
6,134
-17
-0.3% -$1.53K 0.05% 206
2018
Q4 		$516K Sell
6,151
-20
-0.3% -$1.79K 0.05% 201
2018
Q3 		$608K Sell
6,171
-28
-0.5% -$2.81K 0.05% 217
2018
Q2 		$614K Sell
6,199
-1,074
-15% -$107K 0.05% 208
2018
Q1 		$700K Sell
7,273
-122
-2% -$12.5K 0.06% 204
2017
Q4 		$756K Sell
7,395
-10
-0.1% -$992 0.06% 199
2017
Q3 		$710K Sell
7,405
-41
-0.6% -$3.79K 0.06% 213
2017
Q2 		$665K Sell
7,446
-91
-1% -$8.09K 0.06% 216
2017
Q1 		$671K Buy
7,537
+572
+8% +$50.1K 0.06% 209
2016
Q4 		$579K Sell
6,965
-13
-0.2% -$1.05K 0.05% 209
2016
Q3 		$550K Buy
+6,978
New +$553K 0.05% 210

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SSI Investment Management's IYM Position: Q1 2023 in Review

SSI Investment Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2023, closing a stake of 1,729 shares — an estimated $216K sold.

SSI Investment Management first reported a position in IYM in Q3 2016 and held it in 22 quarters. The position peaked at $756K in Q4 2017. 210 funds tracked by Wall St. Rank hold IYM as of Q1 2023.

  • SSI Investment Management reported no remaining iShares US Basic Materials ETF position as of Q1 2023 after selling out during the quarter.
  • SSI Investment Management sold 1,729 iShares US Basic Materials ETF shares in Q1 2023, an estimated $216K.
  • SSI Investment Management first reported a position in iShares US Basic Materials ETF in Q3 2016 and held it in 22 quarters.
  • SSI Investment Management's iShares US Basic Materials ETF position peaked at $756K in Q4 2017.
  • 210 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2023.

Based on SSI Investment Management's 13F filing for Q1 2023, filed 15 May 2023.